ADVISOR BIO

William Canniff Horn is a financial advisor with M&T Securities, Inc. based in BALTIMORE, MD. William has been in the financial industry since 2008 and has held registrations with multiple firms including Citizens JMP Securities, LLC, Citizens Capital Markets, State Street Global Markets, LLC, ONECORE SECURITIES, INC., Fidelity Brokerage Services, INC. and National Financial Services Corporation. William holds Series 7, 79, 82TO, 22TO, 99TO, 24, 63, and SIE licenses.

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ADVISOR BIO

William Chlan is a registered Investment Advisor Representative with Court Place Advisors LLC, based in Ellicott City, MD. William Chlan has been in the industry since June 1992. William Chlan is a licensed CPA and attorney, and also holds the Personal Financial Specialist designation. William Chlan's practice provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. William Chlan also conducts educational seminars related to financial planning. William Chlan's firm also provides legal and accounting services.

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ADVISOR BIO

William Gregory Chatfield is a financial professional with over 30 years of experience in the industry. He is a Certified Financial Planner™ and is registered with SPC Financial Inc. William has experience providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. William is also a trustee of Buckeystown United Methodist Church and serves on the finance committee.

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ADVISOR BIO

William Ryan Winterstein is a financial advisor at Morgan Stanley. William has been in the financial industry since 10/25/2000, working in various capacities at Legg Mason Wood Walker, Incorporated, CITIGROUP GLOBAL MARKETS INC., and Morgan Stanley. William is registered in 34 states, including Maryland and Texas, and holds Series 66, Series 31, Series 7, and SIE licenses. Prior to joining Morgan Stanley, William worked at CITIGROUP GLOBAL MARKETS INC. and Legg Mason Wood Walker, Incorporated. William specializes in working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

William Wei Huang is a financial professional with over six years of experience in the industry. He is currently registered with Campbell Financial Services, LLC and holds a Series 3, Series 7, and Series 63 license. Previously, William held roles at FRED ALGER & COMPANY, LLC, GUGGENHEIM FUNDS DISTRIBUTORS, LLC, and GOLDMAN, SACHS & CO. William has a broad range of experience in the financial services industry and is committed to providing personalized advice and guidance to his clients.

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ADVISOR BIO

William Michael Leeb is a financial advisor with Commonwealth Financial Network, based in Towson, MD. William is a Certified Financial Planner with over 40 years of experience in the financial services industry. William is registered to provide investment advice and securities brokerage services to clients. William has a broad range of experience in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions. William is committed to providing personalized and comprehensive financial advice to clients. William is also a co-owner of Financial Council, LLC, a private entity established to facilitate securities, advisory, and insurance business.

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ADVISOR BIO

William Robert Coleman is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. William has been in the securities industry since May 10, 2018. William is registered with the state of Maryland, as well as 52 other states. William has earned the Series 7, Series 66, and SIE licenses. William works with a variety of clients including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. William is a registered investment advisor representative in Maryland and Texas.

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ADVISOR BIO

William Buchanan is an investment advisor representative with Katalgar Capital Management, LLC in Bethesda, MD. William has been in the industry for over 20 years and has experience with both individual and institutional clients. William Buchanan is a Chartered Financial Analyst. William has previously worked at ALLEN & COMPANY LLC and BROWN BROTHERS HARRIMAN & CO. in New York, NY.

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ADVISOR BIO

William Krueger is an investment advisor representative with Sc&h Wealth in Sparks, MD. William Krueger is registered with the state of Maryland. William Krueger has passed the Uniform Investment Adviser Law Examination and the Securities Industry Essentials Examination. William Krueger's professional experience includes working for Sc&h Financial Advisors, Inc. and The PNC Financial Services Group, Inc. William Krueger is also a playtester for Fantasy Flight Games.

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ADVISOR BIO

William Quick is a financial advisor with over 35 years of experience in the industry. Currently, William Quick is registered with Morgan Stanley as a registered representative and investment advisor representative, providing financial advice to individuals, businesses, and institutions. William Quick's previous employment history includes roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank, N.A. William Quick holds the Series 63, 65, 7, 9, 10, 24, and SIE licenses, as well as the Chartered Financial Analyst designation. William Quick specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. William Quick serves clients in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.

SPECIALIZATIONS